Matthew Wilkow


    Focus: Insurance Strategies, Student Loan Refinancing, Business Owners, Special Care, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

    Languages: English

    Matthew Wilkow’s mission has always been focused around educating, assisting, and most important, helping his clients with achieving financial independence. Everything Matthew and his team do today is centered around these core philosophies.   

    Matthew graduated Summa Cum Laude from the University of Stony Brook with a degree in Economics and Business Management.  With a desire to help people and use his business and financial acumen Matt immediately started working as an intern underneath a senior financial planner.  Matthew was then recruited to work for a large, nationwide advertising company.  There Matthew was “Rookie of the year” in 2010, went on to win three consecutive President’s club trips, and consistently ranked as one of the highest performing professionals in the country.  Matthew was promoted multiple times and was in a full-time management position when he decided to resign and move into a career in corporate IT and Telecommunication sales. 

    In this new industry Matthew worked directly with CIO’s (Chief Information Officers) and other IT executives in healthcare, education, nonprofit, and the corporate sector.  Matthew won four straight Presidents Club trips and was consistently ranked as one of the top professionals in the company.  After several years of success Matthew decided he wanted to go back to his roots and start working in the financial sector once again and took on a role as a Financial Professional at The Center for Wealth Preservation.  Matthew provides holistic planning services to his clients and helps in developing strategies that will lead to financial independence.

    Matt is married to his wonderful wife Jessica and they have a 2-year-old daughter name Ava, along with a little dachshund at their home in Sayville, NY.  Matt is an active member of his community and enjoys skiing in the winter, scuba diving in the summer, and spending time with his family.  Matt is licensed to sell insurance products in the following jurisdictions: New York and Texas. 

     

    I am licensed to sell Insurance Products in the following jurisdictions:
    New York, Texas

     

    Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

     

    CRN202207-268075

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    Center for Wealth Preservation, LLC

    Main Office

    6800 Jericho Turnpike Suite 202W
    Syosset, NY 11791

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    CRN202207-268075